Garden State Investment Advisory Services’s Wells Fargo WFC Stock Holding History

Garden State Investment Advisory Services’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$402K	Buy	5,033 +2,413	+92%	+$207K	0.09%	178
2025 Q4	$245K	Buy	+2,620	New	+$227K	0.05%	259

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garden State Investment Advisory Services's WFC Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Wells Fargo (WFC) stake by 92% in Q1 2026, buying an estimated $207K and bringing the position to 5,033 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #178.

Garden State Investment Advisory Services first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Garden State Investment Advisory Services held 5,033 shares of Wells Fargo worth $402K as of Q1 2026.
Garden State Investment Advisory Services bought 2,413 Wells Fargo shares in Q1 2026, an estimated $207K.
Wells Fargo made up 0.09% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #178 holding.
Garden State Investment Advisory Services first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.